How a review works
The same ten steps every time, so you know what happens next and what’s asked of your team.
Before we start
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A 30-minute call
We talk through what’s prompting the review and check it’s a good fit.
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Proposal and engagement letter
Within three working days: scope, fixed price, liability terms and confidentiality. Half the fee is invoiced when you sign.
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Written access authorisation
You confirm in writing which read-only roles I’ll use and for which dates. Nothing is accessed without it.
The review
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Discovery workshop
Two to three hours, remote, with your IT lead and someone who can make decisions.
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Evidence collection
Your team runs a short list of exports: Secure Score, Conditional Access, admin roles, and Defender and Intune settings. Time-boxed read-only access covers the rest.
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Analysis against public baselines
Your settings are checked against the CIS Microsoft 365 benchmark, Microsoft Secure Score, NCSC guidance and Cyber Essentials requirements.
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The report
An executive summary, a risk register and a 90-day roadmap, written in plain English.
Afterwards
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Readout
A 60–90 minute session to walk through the findings and agree priorities, booked two weeks ahead. The final invoice follows.
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Access removed
Access is revoked once the readout is done, and I confirm it in writing.
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Follow-up at 30 days
A check on roadmap progress and a chance to raise anything new.
How your data is handled
A security review should not create new risk. These rules apply to every engagement.
Kept apart
Your data lives only in a dedicated, encrypted business tenant, separate from any other work.
No passwords
I never ask for or store your credentials. Access uses named, read-only roles that you grant and that expire.
Deleted on a schedule
Working data is deleted within 90 days of delivery. Only the final report and contract records are kept.
Yours to keep
You own the report. I keep my methods and templates, which are built only from public frameworks.
Step one is a conversation
Thirty minutes, no charge, and you’ll know whether a review makes sense.